Get In Touch

Begin Your Financial Journey

We invite you to schedule a confidential consultation to discuss your financial goals and learn how we can help you achieve them.

Let's Connect

Whether you're seeking comprehensive wealth management, investment consulting, or retirement plan services, we're here to help. Reach out to schedule a complimentary consultation.

Office Hours

  • Monday – Friday 9:00 AM – 5:00 PM
  • Saturday By Appointment
  • Sunday Closed

Request a Consultation

Complete the form below and we'll be in touch within one business day.

Your information is kept strictly confidential and will never be shared with third parties.

Common Questions

Frequently Asked Questions

Fee-only means we are compensated solely by our clients—we do not receive commissions, kickbacks, or any form of compensation from third parties such as mutual fund companies, insurance providers, or brokerage firms. This structure eliminates conflicts of interest and ensures our advice is always aligned with your best interests.
A fiduciary is legally and ethically bound to act in your best interest at all times. Unlike brokers or salespeople who may only need to recommend "suitable" investments, fiduciaries must put your needs ahead of their own. At Foresight Wealth Management, we proudly embrace this higher standard of care.
We work with clients at various stages of their financial journey. During our initial consultation, we'll discuss your situation and determine whether our services are a good fit for your needs. Our flat-fee structure makes quality wealth management accessible to clients who may not meet the high minimums required by other firms.
We typically meet with clients quarterly to review portfolios and discuss any changes in your life or goals. However, we're always available between scheduled meetings to address questions or concerns. We believe in maintaining open lines of communication and encourage you to reach out whenever needed.
Absolutely. We serve clients across the country through video conferencing, phone calls, and secure digital document sharing. Many of our clients prefer the convenience of virtual meetings, and we've invested in technology to make remote collaboration seamless and secure.
The initial consultation is an opportunity for us to get to know each other. You don't need to bring anything specific, but if you have questions about your current investments or financial situation, feel free to bring recent statements or documents. Most importantly, come prepared to discuss your goals, concerns, and vision for your financial future.

Interactive map would be displayed here